CFO SYNERGY, INC.
NAPLES, FLORIDA

CFO Synergy, Inc. is a distinguished provider of interim CFO services headquartered in Naples, Florida. Founded on the principle of immediate financial impact and leadership transition, the company has been instrumental for over three decades in bridging gaps when organizations find themselves without dedicated financial officers or need specialized expertise. Founded by Jim H. Smith, whose extensive career spans 30 years assisting in areas such as maintenance during CFO transitions, acquisitions, turnarounds and sales, as well as cost management with a distinctive focus on customer profitability. Notably recognized for supporting industry leaders like Magna International, Leggett & Platt, and The Marmon Group among others. Ken Lee, serving as Principal at CFO Synergy, emphasizes the company's capacity to deploy financial leadership with minimal onboarding time across numerous sectors. This enables seamless operational integration when tackling financial restructuring, acquisition integration, or divestiture processes where in-house resources fall short. The unique approach of CFO Synergy delves deeply into understanding customer-related activities and costs, identifying unprofitable segments for improved business direction. CFO Synergy, Inc., officially incorporated on November 28, 2010, operates as a Domestic Profit Corporation (DOMP) under the supervision of Florida's official registry, marked by filing number P10000096206. The company maintains its office at 253 Cheshire Way, Naples, FL, with a primary phone contact of (630) 730-3918. Further details about CFO Synergy's comprehensive portfolio and strategic offerings can be explored through their website: cfosynergy.com. As part of its ongoing governance and compliance efforts, the latest significant filing reflects a reinstatement recorded on October 9, 2011, with an annual report due for 2024 filed on February 26, 2024. The organization's tax identification number is Fei Number: 208847493.